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Home > Institutional Investor > Colony Family Offices, Llc > Profile

Instuitional Investor - Colony Family Offices, Llc

Fund Profile
Filing Period:
Fund Name: Colony Family Offices, Llc
Portfolio Value $318,293,593
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 982,327 $62,623,346 19.67%
2.
Ishares Tr - CORE MSCI EAFE
 573,576 $40,310,890 12.66%
3.
Ishares Trust
 IEF 318,464 $36,693,422 11.52%
4.
Vanguard Intl Equity Index Funds
 VWO 443,974 $19,552,597 6.14%
5.
Vanguard Bd Index Fds - VANGUARD ULTRA
 312,299 $15,496,296 4.86%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)